Last Updated: August 17, 2018
Inception Date: 2000-04-05 00:00:00.0
Date Funded: 2009-08-31*
|Folio||S&P 500 Total Return|
Note: Tickers and weights for RTG Folios are only available when logged in.
Steps to Create This Folio
- The stocks in the S&P 500 were ranked according to their total stock market capitalization. We selected the 50 stocks with the highest market capitalization.
- Each stock’s weight is determined by its market capitalization in comparison to the total market capitalization of the folio. The higher the market capitalization, the more the stock contributes to the folio.
Number of Securities
There are generally 50 securities in the folio.
If the characteristics of the folio have changed substantially, the securities included may change. Also, corporate actions, such as a merger, or other events may cause changes to the securities held at any time. Your returns may deviate significantly from the values displayed here, due to many factors, including how long after a folio has been updated that you place orders to update your holdings.